《即日市評》恆指「三連跌」藥明生物弱 長汽逆市彈
受美團(03690.HK)、小米(01810.HK)及藥明生物(02269.HK)拖累下，恆指今日持續下跌。美企業季績理想，美股道指及納指昨均升1.6%，執筆之時美國十年期國債孳息率升至1.247釐，美匯指數升至93.01；美股道指期貨最新升221點或0.64%，納指期貨最新升0.12%。市場關注南京新冠疫情，上證綜指全日升25點或0.7%收3,536點、深證成指升1.3%、內地創業板指數升2.8%創近六年高位，滬深兩市成交額共1.21萬億人民幣。
港股今日反覆偏軟。恆指高開79點，初段曾升112點一度高見27,371點，其後掉頭向下，曾跌288點低見26,971點，尾市跌幅收窄，全日跌34點或0.12%，收27,224點，連跌三日(累跌780點或2.8%)；國指跌33點或0.34%，收9,831點；恆生科技指數跌9點或0.13%，收7,327點。大市全日成交總額1,568.57億元。滬、深港通南下交易分別淨流出7.86億及4.21億元人民幣。
【科網股偏軟 藥明生物弱】
科網股走弱，騰訊(00700.HK)股價下滑0.8%收538元，快手(01024.HK)股價走低2.2%，美團股價跌1.8%。據《網信中國》報道，中央網信辦決定即日起啓動「清朗-暑期未成年人網絡環境整治」專項行動。近期，針對快手、騰訊(00700.HK)旗下騰訊QQ、淘寶、新浪微博、小紅書等平臺傳播兒童軟色情表情包、利用未成年人性暗示短視頻引流等問題，網信部門依法約談平臺負責人，責令限期整改，全面清理處置相關違法違規信息和賬號，並對平臺實施罰款處罰。
藥明生物(02269.HK)股價下挫4.5%收131.8元。藥明生物公佈，於7月20日獲主要股東Biologics Holdings知會，其計劃配售8,000萬股現有股份，佔公司已發行股本之1.89%，每股配售價爲129元，較昨日收市價138元折讓6.52%，涉套現103.2億元。
【市寬呈改善 長城逆市彈】
港股今日主板市寬改善，主板股票的升跌比率爲22比19(上日爲10比33)；恆指成份股今日24只股份上升，下跌股份29只，升跌比率爲41比50(上日爲19比78)；大市今日錄沽空201.53億元，佔可沽空股份成交1,332.45億元的15.124%(上日17.435%)。
長城汽車(02333.HK)股價逆市抽上16.2%收31.65元。就長城汽車公佈今年中期業績快報，料實現營業收入近620億人民幣按年增加73%，並料純利按年增長205%至近35億元，美銀證券發表報告表示，純利高於市場預期的30億人民幣，指長汽上半年純利指引相當於該行對其今年盈利預測49%。
該行估計長汽今年第二季收入按年升32%，銷量按年升14%，主要是產品平均售價有所提升(料按年及按季各升16%及21%)，美銀證券維持對長汽H股「買入」評級及目標價30.5元，相信公司可藉推出新產品達致穩固的銷售表現。
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